Geneos Wealth Management Inc. Wiswisdomtree Tr Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 5,423 shares of DNL stock, worth $212,798. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,423
Previous 5,782 6.21%
Holding current value
$212,798
Previous $206,000 6.31%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$35.56 - $38.21 $12,766 - $13,717
-359 Reduced 6.21%
5,423 $193,000
Q1 2025

May 07, 2025
BUY
$35.56 - $38.21 $15,504 - $16,659
436 Added 8.16%
5,782 $206,000
Q4 2024

Jan 21, 2025
SELL
$35.98 - $39.39 $1,295 - $1,418
-36 Reduced 0.67%
5,346 $192,000
Q3 2024

Nov 14, 2024
SELL
$36.65 - $40.81 $12,131 - $13,508
-331 Reduced 5.79%
5,382 $212,000
Q2 2024

Jul 23, 2024
BUY
$37.04 - $39.97 $4,741 - $5,116
128 Added 2.29%
5,713 $223,000
Q1 2024

May 03, 2024
SELL
$35.41 - $39.06 $19,369 - $21,365
-547 Reduced 8.92%
5,585 $217,000
Q4 2023

Jan 26, 2024
SELL
$31.84 - $37.1 $125,768 - $146,545
-3,950 Reduced 39.18%
6,132 $226,000
Q3 2023

Oct 11, 2023
SELL
$33.17 - $36.65 $13,234 - $14,623
-399 Reduced 3.81%
10,082 $337,000
Q2 2023

Aug 08, 2023
BUY
$34.59 - $36.52 $118,920 - $125,555
3,438 Added 48.81%
10,481 $375,000
Q1 2023

Apr 25, 2023
SELL
$32.54 - $35.82 $50,306 - $55,377
-1,546 Reduced 18.0%
7,043 $249,000
Q4 2022

Jan 30, 2023
SELL
$27.4 - $33.63 $47,922 - $58,818
-1,749 Reduced 16.92%
8,589 $276,000
Q3 2022

Nov 14, 2022
SELL
$27.2 - $34.05 $8,976 - $11,236
-330 Reduced 3.09%
10,338 $284,000
Q2 2022

Jul 22, 2022
BUY
$31.69 - $40.37 $23,767 - $30,277
750 Added 7.56%
10,668 $0
Q1 2022

May 16, 2022
BUY
$36.81 - $43.65 $365,081 - $432,920
9,918 New
9,918 $393,000
Q2 2018

Sep 07, 2021
SELL
N/A
-300 Closed
0 $0
Q4 2017

Sep 07, 2021
BUY
N/A
300
300 $17,000

Others Institutions Holding DNL

# of Institutions
111
Shares Held
10.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISWISDOMTREE TR

DNL Quotes by TradingView
  • Ticker DNL
  • Sector ETFs
  • Industry ETFs
More about DNL
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email